Performance Tracking

Performance Tracking Skill

When to Use

• Before launch to define metrics, data sources, and reporting cadence.
• During active campaigns to monitor pacing vs goals and trigger optimizations.
• Post-campaign retros to capture learnings and benchmarks.

Framework

1. Metric Hierarchy – define business (pipeline, revenue), leading (MQL, CTR), and diagnostic metrics (CPC, landing page CVR).
2. Data Plumbing – map sources (ad platforms, MA, CRM, BI) and ensure consistent IDs/UTMs.
3. Dashboard Build – create executive + operator views with automated refresh.
4. Alerting – set thresholds for spend pacing, CPA, conversion drops, SLAs.
5. Insight Cadence – daily standups, weekly deep dives, end-of-campaign retros.
6. Documentation – record hypotheses, experiments, and outcomes.

Templates

• KPI tree worksheet.
• Dashboard spec (dataset, visualization, owner, refresh schedule).
• Optimization log (date, insight, action, result).

Tips

• Automate alert routing (Slack, email) so anomalies are actioned quickly.
• Pair dashboards with narrative summaries to help execs interpret shifts.
• Capture experiment context in the optimization log to prevent repeating failed tests.
• Align BI/RevOps early so new metrics get logged before launch.